固态电池利好频传，产业化进程加速推进

Core Insights - The solid-state battery technology is making significant advancements, with multiple new products showcased at the 17th Shenzhen International Battery Technology Exchange Conference, indicating a strong push towards commercialization [2] - The Chinese Ministry of Industry and Information Technology has released guidelines to promote the development of standards for solid-state batteries, which is expected to provide policy support for the industry [2] - A report predicts that by 2030, global solid-state battery shipments will reach 614.1 GWh, with a market size of 17.2 billion yuan, and a penetration rate of 10% in the electric vehicle sector [2] Market Performance - There are 49 A-share stocks related to solid-state batteries, with the concept index rising by 5.4% since May, and 10 stocks seeing gains of over 10% [3] - Companies like Xinyu Ren and CATL are actively developing solid-state battery technologies, with CATL expected to begin small-scale production by 2027 [3] - In Q1 of this year, solid-state battery stocks generally reported positive earnings, with 67.35% of companies showing profit growth [3] Institutional Attention - The solid-state battery sector is attracting significant attention from institutional investors, with 19 stocks receiving ratings from five or more agencies, including BYD and CATL [4] - Analysts predict substantial profit growth for several solid-state battery stocks, with companies like Xian Dao Intelligent expected to see a net profit growth rate of 448.52% by 2025 [4] - The industry outlook remains positive, with expectations of increased profitability for solid-state battery concept stocks [4]